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Portfolio (Quarterly) Guide ↗

OGOREK ANTHONY JOSEPH /NY/ /ADV

· CIK 0000714364
13F Portfolio $365M AUM 719 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 149 Added 185 Reduced 32 Exited
Page 8 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SLB SLB Energy 1,287.0 $66K 0.02% +1K +1593.4% $51.28 -6.2%
142 BND BND 885.0 $65K 0.02% +6.0 +0.7% $73.45 -0.1%
143 LIN LIN Basic Materials 133.0 $65K 0.02% $488.72 +4.8%
144 ED ED Utilities 570.0 $64K 0.02% +105.0 +22.6% $112.28 -5.3%
145 GILD GILD Healthcare 463.0 $64K 0.02% $138.23 -10.5%
146 AXP AXP Financial Services 213.0 $64K 0.02% $300.47 +12.5%
147 OKE OKE Energy 705.0 $63K 0.02% +128.0 +22.2% $89.36 -4.8%
148 LHX LHX Industrials 182.0 $63K 0.02% $346.15 -14.8%
149 ACN ACN Technology 313.0 $62K 0.02% +65.0 +26.2% $198.08 -35.4%
150 NFG NFG Energy 657.0 $61K 0.02% +517.0 +369.3% $92.85 -18.3%
151 JPST 1,200.0 $60K 0.02% $50.00
152 IAU 681.0 $60K 0.02% NEW $88.11
153 COR 189.0 $59K 0.02% $312.17
154 ELV ELV Healthcare 198.0 $58K 0.02% -4.0 -2.0% $292.93 +32.6%
155 UNH UNH Healthcare 211.0 $57K 0.02% +52.0 +32.7% $270.14 +48.4%
156 TGT TGT Consumer Defensive 470.0 $57K 0.02% +50.0 +11.9% $121.28 +7.8%
157 ISRG ISRG Healthcare 122.0 $56K 0.01% $459.02 -11.4%
158 TSCO TSCO Consumer Cyclical 1,252.0 $56K 0.01% -14.0 -1.1% $44.73 -32.4%
159 CB CB Financial Services 164.0 $53K 0.01% $323.17 +0.1%
160 SYK SYK Healthcare 158.0 $52K 0.01% -1.0 -0.6% $329.11 -6.5%
Page 8 of 36  ·  718 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 32.0%
Technology 24.5%
Industrials 15.5%
Communication Services 9.9%
Financial Services 5.6%
Consumer Cyclical 5.1%
Consumer Defensive 3.4%
Energy 1.8%
Utilities 1.1%
Basic Materials 0.7%